Northern Trust
Structural Strains Surface Across Health Care, Japan, and Energy Markets
Produced by Northern Trust’s global economics team, this weekly commentary examines how persistent supply constraints are reshaping inflation dynamics, fiscal risk, and energy security.
U.S. healthcare inflation remains structurally en...
2026-02-03
2026-02-03
NatWest Group
UK Growth Hides a Two-Speed Economy Beneath Stable Headlines
Authored by NatWest’s chief economics team, this February briefing examines how headline stability in the UK masks widening divergences across households, firms, and capital flows.
Household balance sheets remain cautious, with saving...
2026-02-03
Nuveen
Municipal Bonds Regain Appeal as Policy Uncertainty Fades
This weekly commentary assesses how a maturing U.S. easing cycle is reshaping asset allocation and reviving interest in tax-advantaged income.
Markets are shifting from rate-direction bets to duration and cash-flow discipline, with volatilit...
2026-02-03
Janus Henderson
Climate Adaptation Emerges as a Durable Investment Theme
The featured report by Janus Henderson Investors, this report assesses how rising physical climate risks are translating into a long-duration market opportunity focused on adaptation rather than mitigation.
Demand for adaptation solutions is...
2026-02-02
GMO
AI’s Double Bind: Transformational Potential Meets Bubble-Level Valuations
The featured report, authored by Jeremy Grantham and Edward Chancellor of GMO, examines whether today’s AI boom represents a durable economic shift, an extreme asset bubble, or both.
U.S. equities, led by AI-linked firms, trade at hist...
2026-02-02
Schroders
UK Property Turns the Corner as Capital Values Stabilise
Early-2026 conditions point to a tentative recovery phase for UK real estate, shaped by easing inflation, cautious rate cuts, and selective investor re-engagement, based on analysis by Schroders’ UK real estate team.
Capital values res...
2026-02-02
ING Bank
Macro Resilience Persists as Policy Paths Narrow
Prepared by ING’s global economics team, this February update assesses how growth, inflation, and policy expectations are evolving across major economies amid heightened geopolitical noise.
Global growth remains resilient but uneven: t...
2026-02-02
Allianz Global Investors
EU–India Trade Pact Signals a Pragmatic Turn in Globalisation
Agreed in January 2026 and analysed by Allianz Global Investors, the EU–India free trade agreement highlights how major economies are recalibrating trade strategy amid geopolitical fragmentation.
The deal removes or reduces tariffs on...
2026-01-30
BMO Global Asset Management
Commodities: A strategic shield against new-regime risks
This report, authored by Daniel Stanley, CFA, of BMO Global Asset Management, evaluates the renewed strategic role of commodities amid shifting macroeconomic conditions
Persistent inflation, geopolitical fragmentation, and climate volatility...
2026-01-30
Pimco
Commodities: A strategic shield against new-regime risks
This report by Tiffany Wilding of PIMCO assesses the Federal Reserve’s January policy decision and its implications for the U.S. macro outlook
The Fed held rates at 3.5%–3.75% after 75 bps of prior cuts, signaling openness to furthe...
